See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,159 | $46,173-84.5% | $170,442-95.8% | $69,631-89.7% |
| Participation rate | 93.9% | 63.9%+30.0pp | 83.6%+10.3pp | 70.7%+23.2pp |
| Annual return | 17.17% | 21.62%-4.5pp | 205.93%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $861 | $1,610-46.5% | $5,433-84.1% | $2,032-57.6% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |